SUMMIT INVESTMENT ADVISORS, INC. IBHI Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds 2029 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 74,210.00 shares of iShares iBonds 2029 Term High Yield and Income ETF(IBHI), totaling $1.71 Mil. This investment constitutes 1.52% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 1.08% of the outstanding iShares iBonds 2029 Term High Yield and Income ETF(IBHI) stock.
The initial trade took place in 2025Q1. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IBHI, at an average price of $23.55, for a total of 74,210.00 shares. Based on historical transaction data and IBHI's current price of $23.59, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBHI holdings is $2,968.40, reflecting a 0.17% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IBHI ($23.59) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IBHI ($23.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
